Disclosed positions

Estimated from their latest filings — positions may have changed since

$4.92M

combined est. value

Stock	Shares	Price	Value	Weight	As of
NREF-PANexPoint Real Estate Finance, Inc.	83,711	$24.82	$2.08M	42%	2026-02-21
NXRTNexPoint Residential Trust, Inc.	60,289	$28.63	$1.73M	35%	2026-05-22
NXDT-PANEXPOINT DIVERSIFIED REAL ESTATE TRUST	65,900	$13.02	$858.0K	17%	2025-12-18
NXDTNEXPOINT DIVERSIFIED REAL ESTATE TRUST	26,631	$5.32	$141.7K	3%	2026-06-10
NAPartners Group Lending Fund, LLC	68,304	$1.70	$116.1K	2%	2026-02-17

NREF-PA

NexPoint Real Estate Finance, Inc.

$2.08M

83,711 sh

NXRT

NexPoint Residential Trust, Inc.

$1.73M

60,289 sh

NXDT-PA

NEXPOINT DIVERSIFIED REAL ESTATE TRUST

$858.0K

65,900 sh

NXDT

NEXPOINT DIVERSIFIED REAL ESTATE TRUST

$141.7K

26,631 sh

NA

Partners Group Lending Fund, LLC

$116.1K

68,304 sh

All filings on record

Every Form 4 transaction we track for this filer

all 23buys 0sells 9

Stock	Transaction	Date	~6mo later
NXDTNEXPOINT DIVERSIFIED REAL ESTATE TRUST	Return — · 2,415 sh	2026-06-10	—
NXDTNEXPOINT DIVERSIFIED REAL ESTATE TRUST	Exercise — · 4,830 sh	2026-06-10	—
NXRTNexPoint Residential Trust, Inc.	Return — · 1,714 sh	2026-05-22	—
NXRTNexPoint Residential Trust, Inc.	Exercise — · 3,429 sh	2026-05-22	—
NREF-PANexPoint Real Estate Finance, Inc.	Tax $41.7K · 2,806 sh	2026-02-21	—
NREF-PANexPoint Real Estate Finance, Inc.	Return — · 830 sh	2026-02-21	—
NREF-PANexPoint Real Estate Finance, Inc.	Exercise — · 5,538 sh	2026-02-21	—
NXRTNexPoint Residential Trust, Inc.	Tax $39.4K · 1,317 sh	2026-02-18	—
NXRTNexPoint Residential Trust, Inc.	Exercise — · 2,214 sh	2026-02-18	—
NXRTNexPoint Residential Trust, Inc.	Tax $32.1K · 1,088 sh	2026-02-17	—
NXRTNexPoint Residential Trust, Inc.	Exercise — · 1,989 sh	2026-02-17	—
NAPartners Group Lending Fund, LLC	Tax $289.7K · 5,278 sh	2026-02-17	—
NAPartners Group Lending Fund, LLC	Return — · 2,355 sh	2026-02-17	—
NAPartners Group Lending Fund, LLC	Exercise — · 15,700 sh	2026-02-17	—
NXRTNexPoint Residential Trust, Inc.	Sell $237.1K · 8,452 sh	2025-12-19	—
NREF-PANexPoint Real Estate Finance, Inc.	Sell $172.7K · 11,904 sh	2025-12-18	—
NXDT-PANEXPOINT DIVERSIFIED REAL ESTATE TRUST	Sell $60.4K · 14,449 sh	2025-12-18	—
NXRTNexPoint Residential Trust, Inc.	Sell $700.9K · 24,296 sh	2025-12-18	—
NXRTNexPoint Residential Trust, Inc.	Sell $152.6K · 5,000 sh	2025-10-31	—
NXRTNexPoint Residential Trust, Inc.	Sell $154.6K · 5,000 sh	2025-08-15	—
NXDT-PANEXPOINT DIVERSIFIED REAL ESTATE TRUST	Sell $154.6K · 5,000 sh	2025-08-15	—
NXRTNexPoint Residential Trust, Inc.	Sell $93.9K · 2,500 sh	2025-05-07	—
NXDT-PANEXPOINT DIVERSIFIED REAL ESTATE TRUST	Sell $93.9K · 2,500 sh	2025-05-07	—

NXDTReturn

2026-06-10 · NEXPOINT DIVERSIFIED REAL ESTATE TRUST

2,415

—

NXDTExercise

2026-06-10 · NEXPOINT DIVERSIFIED REAL ESTATE TRUST

4,830

—

NXRTReturn

2026-05-22 · NexPoint Residential Trust, Inc.

1,714

—

NXRTExercise

2026-05-22 · NexPoint Residential Trust, Inc.

3,429

—

NREF-PATax

2026-02-21 · NexPoint Real Estate Finance, Inc.

$41.7K

—

NREF-PAReturn

2026-02-21 · NexPoint Real Estate Finance, Inc.

830

—

NREF-PAExercise

2026-02-21 · NexPoint Real Estate Finance, Inc.

5,538

—

NXRTTax

2026-02-18 · NexPoint Residential Trust, Inc.

$39.4K

—

NXRTExercise

2026-02-18 · NexPoint Residential Trust, Inc.

2,214

—

NXRTTax

2026-02-17 · NexPoint Residential Trust, Inc.

$32.1K

—

NXRTExercise

2026-02-17 · NexPoint Residential Trust, Inc.

1,989

—

NATax

2026-02-17 · Partners Group Lending Fund, LLC

$289.7K

—

NAReturn

2026-02-17 · Partners Group Lending Fund, LLC

2,355

—

NAExercise

2026-02-17 · Partners Group Lending Fund, LLC

15,700

—

NXRTSell

2025-12-19 · NexPoint Residential Trust, Inc.

$237.1K

—

NREF-PASell

2025-12-18 · NexPoint Real Estate Finance, Inc.

$172.7K

—

NXDT-PASell

2025-12-18 · NEXPOINT DIVERSIFIED REAL ESTATE TRUST

$60.4K

—

NXRTSell

2025-12-18 · NexPoint Residential Trust, Inc.

$700.9K

—

NXRTSell

2025-10-31 · NexPoint Residential Trust, Inc.

$152.6K

—

NXRTSell

2025-08-15 · NexPoint Residential Trust, Inc.

$154.6K

—

NXDT-PASell

2025-08-15 · NEXPOINT DIVERSIFIED REAL ESTATE TRUST

$154.6K

—

NXRTSell

2025-05-07 · NexPoint Residential Trust, Inc.

$93.9K

—

NXDT-PASell

2025-05-07 · NEXPOINT DIVERSIFIED REAL ESTATE TRUST

$93.9K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.